Clients trust a life planner

Life planning guru George Kinder on the art of conversation The pioneer of the life planning model and founder of the Massachusetts-based Kinder Institute of Life Planning, now enjoying an extended stay in the UK, attended the IFP Conference in Wales earlier this week. According to the Institute, life planning focuses on the 'human side' of financial planning: "In life planning we discover a client's deepest and most profound goals through a process of structured and non-judgmental inquiry". He spoke to Professional Adviser. How does a financial planner become a life planner? ...